US · Technology · Software - Application
EPS came in at 0.33 against a street estimate of 0.18 — a beat of 83.3%.
Analysts rate Datadog Inc a strong buy (43 buy, 2 hold, 2 sell out of 47) with an average price target of $295.55.
CONFIDENT Datadog delivered 36% YoY revenue growth to $1.12B, beating guidance. AI customers accelerating; non-AI business also grew high-20s%. Largest customer renewed but saw usage decline, fully derisk-ed in guidance. Q2 2026 All regions growing. AI activity concentrated in U.S.; Americas showing particular strength. Analysts pressed on largest customer renewal details (stickiness), AI inference observability upside vs training, and Bits AI cannibalization risk. Management emphasized renewal continuity, multi-layer opportunity across AI stack, and automation expanding—not shrinking—platform demand and consolidation. 2026-08-06…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.90% |
| Vanguard Capital Management, LLC | 6.02% |
| FMR Inc | 5.50% |
| Vanguard Portfolio Management, LLC | 4.89% |
| State Street Corp | 4.10% |
| Amvescap Plc. | 3.68% |
| T. Rowe Price Associates, Inc. | 2.96% |
| Geode Capital Management, LLC | 2.66% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,197,090 thousand, up from $885,651 thousand in the third quarter of 2025. • Nine-month 2026 rev | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter revenue was $1.20 billion, up 35% year-over-year. • GAAP operating income was $75 million, with a 6% operating marg | 2026-11-04 |
| Quarterly report · Q2 2026 DATADOG, INC. - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue Q2 2026: $1,121,454 thousand ($1.12 billion), up 35.6% | 2026-08-06 |
| Results announced · Q3 2026 DATADOG Q2 2026 FINANCIAL RESULTS HEADLINE NUMBERS • Revenue: $1.12 billion, up 36% year-over-year • Operating cash flow: $316 million; free cash fl | 2026-08-06 |
| Shareholder vote results · Q2 2026 DATADOG, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: June 15, 2026 • Stock Trading Symbol: DDOG (Nasdaq Global Select Market) • | 2026-06-16 |
| Quarterly report · Q1 2026 DATADOG, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $1,006.4 million for Q1 2026, up 32.2% from $761.6 million in Q1 2025 • Net Income: | 2026-05-07 |
| Results announced · Q2 2026 DATADOG Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $1,006 million, up 32% year-over-year • Operating Cash Flow: $335 million • Fre | 2026-05-07 |
| Proxy statement · Q2 2026 DATADOG, INC. — PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE Olivier Pomel (Chief Executive Officer): - Total 2025 compensation: $16,588, | 2026-04-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.